Bio Roberto Trejo, NSSA®, CFF®

See All Authors »

Roberto Trejo, NSSA®, CFF®

Senior Managing Partner, Coeus Financial

Phone: 408.418.4695
Website: Coeus Financial

Robert Trejo is a Certified Financial Fiduciary®, an Investment Adviser Representative and Senior Managing Partner of Coeus Financial, an independent, full-service wealth management firm. Robert holds his series 6, 63, 65 securities licenses; he is a National Social Security Advisor (NSSA®) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFF® and the Society of Financial Awareness, a 501(c)(3) nonprofit public benefit corporation whose mission is to provide financial education across America, one community at a time. Robert regularly hosts free financial educational workshops across the country.

Latest Features

Building Wealth
September 2019

5 Strategies for Managing Your Changing Risk Tolerance

Setting and forgetting your risk tolerance may cause unwanted results in your investment portfolio. Instead, review your risk profile each and every year with these five steps.

See More From: Building Wealth

Building Wealth
January 2019

5 Steps to Maximize Your Social Security Benefit

Should you take benefits ASAP or wait? It's the million-dollar retirement question, but it's far from the only factor involved in making the most of your Social Security nest egg. There are other possibilities to consider as well.

See More From: Building Wealth